Core Trust & Investment Limited is an Investment Banking outfit licensed by Securities & Exchange Commission (“SEC”) and The Nigerian Stock Exchange (“NSE”) to operate as an Issuing House, Fund Managers, Broker/Dealer, Portfolio Managers and Financial/Investment Advisers. The company commenced operations on January 02, 2003.

The company has a strong Investment Banking franchise given the rich experience, strengths and competence of its human capital. We provide provision of efficient and innovative service in Corporate Finance, Business/Financial Advisory Services, Capital market operations, Asset Management, Treasury/Money Management and Private Banking

OUR DUTIES IF APPOINTED AS YOUR FUND/ASSET/ WEALTH/ PORTFOLIO AND INVESTMENT MANAGERS:

As a registered Issuing House, Stockbrokers, Fund/Portfolio Managers, we would be strictly guided by the Investments and Securities Act, No. 45 of 1999 and rules made pursuant to it, Trustees Investment Act, reformed Pension Bill Act of 2004, Joint Tax Board (JTB), best managerial practices and other legal provisions, in addition to the stipulated terms and conditions provided in the TRUST DEED of your organisation and or your values and objective.

CORE TRUST GUIDING PRINCIPLES AS FUND/PORTFOLIO/ASSET/ WEALTH AND INVESTMENT MANAGERS:

We are guided by the underlisted Management principles:

1. We would structure the Fund/Portfolio in line with managerial best practices.
2. Adhering to your developed Investment policy statement or plan.
3. Constantly examining and reviewing current and projected financial, economic, political and social conditions of the state under advise.
4. Implement the plan by constructing an investment portfolio to meet your needs @ optimum return/risks level with special regard to:

· Capital preservation (safety).
· Capital appreciation (growth).
· Current Income (liquidity).
· Competitive return (yield maximization).
· Diversification (investment mix)